Visual Relationship Mapping Capabilities

Los Angeles, CA, July 30th, 2019

Pipeliner today announced the release of unique new capabilities where users can visually map the relationships between their Contacts and people their contacts are connected to and the relationships between their Accounts and other organizations. Together with the existing visual OrganizationOrganization Organization is a cohesive group of people working together and formally bound by a shared identity (e.g., one team, company, club, etc.) and a common purpose (e.g., business growth, athletic victory, etc.). Chart and Buying Center features, these Contact and AccountAccount Account refers to a record of primary and background information about an individual or corporate customer, including contact data, preferred services, and transactions with your company. mapping features deliver the most comprehensive suite of visual relationship mapping tools ever built-in to a CRM system.

The new Contact Relationship Mapping allows userUser User means a person who uses or consumes a product or a service, usually a digital device or an online service. to:

Build a Relation Graph for a Contact
Map out their connections & who is influencing them
Assign roles to their contacts (e.g. business partners, friends, colleagues)
Easily move, add, change contact relations as needed

While the new Account Relationship Mapping allows user to:

Build a Relation Graph for an Account
Map out what other companies they are connected to
Assign labels to those companies (e.g. Subsidiary, Supplier, ClientClient A client is an entity who pays another entity for products purchased or services rendered. Also called a customer.)
Easily move, add, change Account relations as needed

There is no doubt that Sales is becoming more complicated due to the ever-expanding networks that prospects and clients are part of. The key to overcoming these challenges is to carefully map out the relationships your contacts and accounts have and then assess what their level of influence or relationship is. Then you can label them according to that level of influence. To make this easy to do, we built these new visual Contact and Account mapping capabilities into Pipeliner CRM. Now together with the existing visual Buying Center and Org Chart salespeople can, for the first time in any CRM, build out a true visual landscape of their deals.

Nikolaus Kimla, CEO at Pipelinersales, Inc.

As part of this release, Pipeliner also enhanced its Map feature where users can now visually see the details of their Accounts, Contacts, Opportunities, and Leads by physical location.

With these Detailed Map Views, users can:

See the location of Accounts, Opportunities, Leads, and Contacts on the Map
Quick filter what to display on the marker (e.g. opportunity value)
Click Marker to see and edit details
Display a legend in Opportunities showing the business overview (e,g. won, lost, value)

For more on Pipeliner CRM software or to download a 14-day free trial, please visit: Pipelinersales.com.

About Pipeliner CRM

Pipeliner CRM is elevating the perception and performance of the sales position. It begins by disrupting the CRM marketplace, leveraging the latest technology that quickly integrates with all other systems seamlessly, thereby minimizing costs and risks. Pipeliner adopts a unique approach to traditional CRM platforms by leveraging instant, dynamic visualization that drives rapid adoption rates and supreme user experiences. Its online and offline iOS and Android mobile apps address the largest audience possible and provide CRM functionality on the go.

Pipeliner is headquartered in Los Angeles, California, please engage with us on Facebook, LinkedIn, and @PipelinerCRM or visit us at PipelinerCRM.com